Performance report
July ReportJul 6 – Aug 2, 2026
- Website sessions
- 4,020320 more
- Form submissions
- 46Previously 46
- Phone-link clicks
- 436 more
Website sessions by week
Know what’s working for your firm.
We run Google Analytics for financial advisors, track how prospective clients get in touch, and use a monthly marketing report to decide what to improve.
See what’s possible with a free homepage design before you commit.
Illustrative data
On this page
Google Analytics handled for you.
We set up and look after your tracking, so your firm gets the findings without learning Google Analytics.
Track the actions that matter.
We track the steps prospective clients take before a first meeting, such as completed inquiry forms and phone-link clicks, so your reports go beyond traffic.
Tracking that keeps up with your website.
When you add a service page or change your inquiry form, we check and adjust tracking so your reports stay useful.
Leave the technical setup to us.
We configure Google Analytics and check that tracking works, so your advisors and staff can stay with client work, not implementation.
Sample firm · Illustrative data
Website activity
See how people find and use your website.
We explain how prospective clients use your site and let that guide what we improve.
Know how people find your website.
We show whether visitors come from search, other sites, or direct visits, so your firm can decide where marketing time goes.
Explore SEO & AI searchIllustrative data
See which pages visitors explore.
Page views show which services people read about, such as retirement or tax planning, so updates start with the pages getting attention.
Illustrative data
See whether visitors take the next step.
Completed inquiry forms and phone-link clicks, read alongside traffic, show how often visitors take those steps from month to month.
Illustrative data
Understand how visitors use your site on mobile.
Side by side, phone and desktop activity show where reading about your services or reaching out takes more effort on a small screen.
Mobile & desktop
Jul 6 – Aug 2, 2026Linnetby Advisors
Retirement planning
Linnetby AdvisorsLet’s talk about your plans.
NameYour name
Emailyou@example.com
Send an inquiryMobile
2,637website sessions
- Form submissions
- 24
- Phone-link clicks
- 36
Desktop
1,383website sessions
- Form submissions
- 22
- Phone-link clicks
- 7
Sample firm · Illustrative data
Monthly reports with clear next steps.
Each month we walk through what changed on your website, what we did, and what comes next, in plain language.
Understand changes over time
We compare each month with earlier periods and explain what changed, including seasonal shifts such as tax season.
See the work completed
Your report lists the work we finished under your plan, such as a refined service page or that month’s newsletter.
Know where we’ll focus next
We suggest next priorities from the findings, like simplifying the contact form on mobile, and explain why each one matters.
Illustrative data
Plans with monthly reporting
Our team manages your custom website and explains its performance in monthly reports.
What a report can’t show.
Clients
Not who became a client.
Google Analytics counts actions on your website, not people. Your CRM and your own records show which prospects signed on.
Search
No promised rankings.
We report what search shows each month. We don’t promise rankings, AI mentions or a set number of inquiries.
The inquiries themselves sit in your DomePortal™, every inquiry in one place. Our NRACPA case study shows design and build work only, so it reports no traffic or inquiry numbers.
FAQs
Questions about reporting.
What each report covers, and what it can and can’t count.
How the website did, the work we finished under your plan, such as that month’s newsletter, and what we’d do next. We compare each month with earlier periods, tax season included, and explain what changed.
Search and local findings follow the services in your plan. AI search findings join from Professional.
How reporting fits with our other servicesGrowth and every plan above it, with conversion tracking. Professional adds a quarterly check-in and Enterprise a monthly one. On Essentials, we set up Google Analytics but send no monthly report.
See reporting by planSubmissions. A submission isn’t a count of unique prospects or new clients, since one prospect may send two forms and tap to call as well. A tap on your phone link doesn’t mean a call connected.
Yes. We review the property you have, perhaps from an earlier website, and use it where we can rather than make a duplicate. If there isn’t one, we set one up.
Access runs through Google permissions, never a shared password. The Analytics section of your DomePortal™ opens the property, and the detailed charts stay in Google Analytics.
The report shows which service pages people read, like retirement income or tax planning, and how often they got in touch. Whether those prospects fit, and became clients, comes from your team.
When you share those counts, we set them beside the website numbers and explain the limits of each.
Financial advisor email marketing, managed